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NexJ Customer Relationship Management workspaces

NexJ CRM contains workspaces for accessing and managing your business information.

The following workspaces are available in NexJ CRM:

Ad Hoc Reports workspace
Use the Ad Hoc Reports workspace to run and manage ad hoc reports. For more information about working with ad hoc reports, see Running ad hoc reports.

Call Lists workspace
Use the Call Lists workspace to view, manage, and conduct lead outreach campaigns. For more information about managing call lists, see Calling leads.

Campaigns workspace
Use the Campaigns workspace to create campaigns and manage associated details, including steps, participants, and opportunities. For more information about working with campaigns, see Campaigns workspace.

Contacts workspace

  • When Capital Markets functionality is enabled: Use the Contacts workspace to view and manage contacts, including companies, funds, and institutions. The workspace contains the contact search area, contact list, relationship hierarchy, and contact profile information, such as bio, holdings, securities, stock interests, and transactions. For more information about managing contacts, see Managing your contacts.
  • When Wealth Management functionality is enabled: Use the Contacts workspace to view and manage contacts. The workspace contains the contact search area, contact list, relationship hierarchy, and contact profile information, such as bio, addresses, journal, touches, campaigns, and service requests. For more information about managing contacts, see Managing your contacts.

Customize workspace
Use the Customize workspace to customize features in NexJ CRM. For more information about customizing features, see Customize workspace.

Document Distribution workspace
Use the Document Distribution workspace to send one or more documents to a group of people. For more information about managing document distributions, see Managing document distributions.

Document Manager workspace
Use the Document Manager workspace to organize and share documents that are not associated with a specific contact. Documents in the Document Manager are organized in a folder hierarchy structure. You can also use the Document Manager for batch printing and emailing. For more information about managing your documents, see Managing your documents.

Events workspace
Use the Events workspace to run capital market and investment banking events. For more information about working with events, see Managing events.

Holdings workspace
This workspace is only available when Capital Markets functionality is enabled.

Use the Holdings workspace to view securities owned by companies, institutions, and funds. For more information about working with holdings, see Viewing all holdings in the system.

Home workspace
Use the Home workspace to access content that you frequently use. By default, the workspace includes the following tabs:

  • My Contacts' Recent Activities
  • My Opportunities
  • My Campaigns
  • Service Level Management
  • Capital Markets
  • Events

For more information about working on the Home workspace, see Home workspace.

Leads workspace
Use the Leads workspace to view and manage the active leads in the system. For more information on working with leads, see Managing your leads.

Reporting workspace
Use the Reporting workspace to generate ad hoc reports. Reports users can run ad hoc reports. Report administrators can create ad hoc reports and define the information that is available for reporting. For more information about ad hoc reports, see Generating ad hoc reports.

Schedule workspace
Use the Schedule workspace to manage your calendar, tasks, and meetings planned with clients. For more information about working with schedules and calendars, see Managing your schedule and tasks.

Service Requests workspace
Use the Service Requests workspace to search and manage service requests and their associated activities. For more information about working with service requests, see Managing service requests.

Transactions workspace
This workspace is only available when Capital Markets functionality is enabled.

Use the Transactions workspace to view records of financial activities between companies or institutions and clients. For more information about working with transactions, see Viewing all financial transactions in the system.

Work Queues workspace
Use the Work Queues workspace to view, add, and assign work queue tasks to yourself from work queues defined in NexJ Admin Console. Users with the required privileges can assign tasks to users who have access to the work queues. For more information about working with work queues, see Working with work queues.